Gain Tools to Manage Your Money and Master Your Personal Family Budget

Learn from Respected Industry Professionals


The 6 Steps to Financial Freedom Seminar is filled with resources and education, giving attendees the know-how on personal money management to set themselves up for long-term wealth accumulation. The Seminar brings attendees through the following itinerary:

  1. Welcome
  2. The 6 Steps to Financial Freedom Mission Statement Review
  3. Handout Review
  4. Keynote Speakers:
    • Certified Public Accountant
    • Credit Expert
    • Estate Planning Attorney
    • Financial Planner
    • Life Insurance
    • Mortgage Consultant
  5. Question and Answer Session
  6. Evaluation Form Completion
  7. Dessert with Professionals

During the 6 Steps to Financial Freedom Seminar, you’re invited to talk to as many people as you like, ask as many questions as you have, and walk away with an invaluable education on how to manage a personal family budget. Best of all, these experts will tailor their responses to your individual situation — whether you’re curious about tax credit eligibility, your FICO score, or which investments will fit your long-term financial goals.

Whether you’re just entering the workforce, a recent college graduate, or getting close to retirement, you’re sure to pick up useful advice, right from the experts. There’s no selling at this event. Team Montani simply sees this as a great opportunity for attendees to learn from leading professionals on how to take better control of their financial future.